+53,441.7%
ORLY vs TECH
+9,644.3%
+43,797.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -2.3% | +0.2% | -2.5% | -2.4% |
| 30D | -8.2% | +0.1% | -8.3% | -8.2% |
| 3M | -3.5% | +37.5% | -41.0% | -9.0% |
| 6M | -9.2% | +34.6% | -43.8% | -14.7% |
| YTD | -5.8% | +23.5% | -29.3% | -10.4% |
| 1Y | -19.3% | +34.4% | -53.7% | -24.6% |
| 3Y | +34.4% | +2.3% | +32.2% | +27.9% |
| 5Y | +117.8% | -41.7% | +159.6% | +125.1% |
| 10Y | +356.9% | +177.6% | +179.3% | +251.8% |
| All | +53,441.7% | +9,644.3% | +43,797.4% | +25,723.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling